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新股首日 | 藍月亮盤中漲超25%,一手賬面賺逾1600港元
uSMART盈立智投 12-16 09:39

uSMART盈立智投12月16日消息,上市首日,"洗衣液第一股"藍月亮高開高走,截至9:36分,藍月亮漲25%,盤中最高觸及16.5港元,不計手續費,一手賬面賺1670港元。

藍月亮是中國洗衣液領跑品牌,中國的衣物護理行業仍然具有較大的市場空間,一方面疫情會提高消費者的清潔意識,另一方面目前處於消費升級的風口。從藍月亮自身來講,強大的品牌效應和渠道推力將助力解鎖低線城市,保障未來的持續高增長。

根據Wind數據,機構一致預測藍月亮20/21/22年歸母淨利潤分別爲13.24億/17.92億/21.03億,以上市市值756億計算,對應各年PE分別爲57倍/42倍/36倍。如果與海外的寶潔、花王等對比,藍月亮的估值顯得有點貴。但港股市場的家庭清潔用品公司屬於稀缺標的,藍月亮作爲龍頭,缺少可比公司,PE估值參考意義有限。

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